Falists
← Back to search

PRIVUS FINANCIAL, LLC

CRD 291495 · SEC 801-112313

Visit website

TOWER 909 BUILDING, 909 LAKE CAROLYN PARKWAY, SUITE 100, IRVING, TX, 75039, United States

Phone

214-389-7875

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

11 total employees; 1 advisory reps; 77 broker-dealer reps

Clients

51-100

Fees

Fixed fees; REFER TO SCHEDULE D-MISCELLANEOUS FOR ADDT'L FEE INFORMATION

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
Individuals31$0
High net worth individuals43$0
Pension/profit sharing plans12$0

All web addresses on file

Official SEC filing: View on IAPD